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  • Paul Kennedy‚Äôs taxes every which way tour

    Following the first two seminars in Brighton and Chelmsford last week, feedback has been excellent from attendees. With 13 venues still with spaces, make sure you don’t miss out – book you place today.

  • Pension death benefits explained

    Since the pension reforms, significant changes have been made to the death benefit rules. To help you, we have two guides on the types of death benefits payable and their respective tax implications, for both money purchase and defined benefit schemes.

  • New model portfolio centre

    As part of our ongoing digital improvements, we now have a new easy-to-use model portfolio centre in the latest version of client management. It’s now even easier to create and manage models for your clients’ accounts. To help familiarise yourself with the new functionality we have a short online tutorial.

Technical matters

Retirement and tax planning considerations, including
expert insight to help you stay ahead of changing regulation.

Investment choices

Whether you select your
own funds, use model portfolios
or DFMs - we can help.

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Login for a quick and easy way to find answers to the questions we
are most frequently asked about by advisory firms.

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If you're not familiar with what we
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we work with, this area should help.

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